Reference no: EM132418402
QUESTIONS:
1. What is current price
2. What is current market value
3. What industry is each company in
4. What is average cost
5. What is gain/loss - unrealized, realized - do we care about unrealized?
6. What is p/e, peg, beta - what do these mean; why use?
7. What is income/yield - do we need to know these?
8. Are there too many stocks in portfolio?
9. What would you change in the portfolio
10. Is this a diversified portfolio - how would make it one?
11. How was performance for 2018, 2017
12. How would your changes affect the portfolio
13. What is the beta for the overall portfolio
14. Did either portfolio beat the s&p 500 index over 1 year, 2 years?
15. Why bother with individual securities versus simply buying the index?
16. When reviewing an investment (equity) portfolio, do we look at total or only stocks?
Use file name "file" and pick 50 stock and make a portfolio.
Attachment:- File.rar